SMArtX is the modular, cloud-native technology transforming how firms manage accounts for investment clients. Built for flexibility and scale, our technology integrates directly with existing systems, grows with your firm, and streamlines investment operations
It’s time to put outdated legacy technology to rest. Our modern unified managed accounts solutions streamline investment operations, from trade execution to billing.
Support complex investment portfolios and leverage multiple strategies in a single account with unified managed account (UMA) architecture.
Save time with fully automated portfolio rebalancing. Leverage custom rules, real-time data, and seamless trade execution workflows.
Transform your investment operations in a matter of days. Here’s how you can get started with our technology solutions.
Flawlessly integrate SMArtX with your CRM, reporting tools, and internal systems through developer-friendly APIs.
SMArtX is designed to be your firm’s biggest asset, no matter your workflow. Roll out the complete platform or choose the specific web components to seamlessly integrate into your existing tech stack.
Leverage a ready-to-use user interface that provides full functionality with no development necessary.
Open APIs and modular infrastructure make integrating SMArtX with existing systems simple. We work directly with leading custodians to facilitate streamlined investment management operations and seamless platform compatibility.
SMArtX integrates directly with the Black Diamond Wealth Platform to deliver full-scale reporting and accounting features for Black Diamond clients.
Our integration partnership with Flyer Financial Technologies expands trading capabilities for the company’s asset manager and advisor clients.
Our features integrate seamlessly with the BNY Mellon | Pershing investment platform for laser-focused micro-services.
We provide customized managed account solutions for Charles Schwab clients with hassle-free integrations.
Independent financial advisors who currently use Goldman Sachs Advisor Solutions can leverage streamlined features from SMArtX.
FCCS is one of our largest custodial relationships. We give FCCS clients direct access to turnkey managed account solutions.
Independent RIAs familiar with the TradePMR interface gain additional customization when they integrate SMArtX’s technology solutions.
Blend the benefits of First Clearing’s trusted infrastructure with SMArtX’s flexible UMA trading and portfolio tools for the ultimate investment management solution.
SMArtX Advisory Solutions revolutionizes outdated investment tech with modern features and advanced capabilities.
Our platform is entirely modular and scalable. Leverage the entire platform or just the specific features you need to complement your existing infrastructure
Benefit from full control over your investment features with developer-friendly APIs. Enjoy easier integration, faster deployments, and greater customization in our flexible infrastructure
SMArtX automates time-consuming middle- and back-office tasks, from rebalancing to billing, so you can focus on higher-level strategy.
Learn more about SMArtX Advisory Solutions and how we’re shaping the managed accounts technology industry at upcoming conferences and events.
A cloud-native, API-first UMA platform designed to power flexible, scalable managed account programs with real-time, sleeve-level portfolio management, trading, tax overlay, and more.
You can use SMArtX’s intuitive front end or fully integrate with your tech stack through robust APIs and modular web components, enabling custom workflows and seamless operations.
Advanced UMA account structures, sleeve-level performance, rebalancing, tax loss harvesting, model comparison, proposal generation, cash management, rep-directed trading, and access to a manager marketplace.
SMArtY is a manager-sponsored investment solution offering both off-the-shelf and custom strategies. It lets advisors outsource investment management confidently, freeing them to focus on comprehensive financial planning.
Manager-sponsored custom and off-the-shelf models, all with advanced portfolio management features such as sleeve-level performance, rebalancing, and tax optimization.
An all-in-one managed accounts solution that streamlines asset manager’s product distribution to advisorallocation, trade execution, and ongoing portfolio management into a single, efficient platform.
By integrating your entire managed account lifecycle, Deploy reduces overhead, boosts efficiency, and provides comprehensive oversight over portfolios and trades.
A customizable, enterprise-grade billing engine built for institutional wealth management firms to automate complex fee billing with transparency and accuracy.
Support for bundled/unbundled fees, hierarchical fee schedules, configurable billing cycles, cash flow tracking, custodian-neutral integration, and detailed reporting.
A distribution platform offering over 1,500 investment strategies from 325+ managers under a single contract, streamlining portfolio distribution for asset managers and advisors.
By enabling efficient model delivery, manager-traded frameworks, and providing tools like AUM tracking, performance calculations, and advanced product filters, the marketplace is asset manager’s distribution hub to reach and be discovered by advisors.
A real-time insights platform that helps asset managers grow their business by tracking advisor behavior, platform trends, and strategy performance.
Packages range from base advisor allocation tracking to complete platform views, sales strategy tools, fund usage insights, and prospect identification for targeted engagement.
Choose APIs for full customization, Web Components for speed with flexibility, or the white-labeled UI for an out-of-the-box advisor experience—enabling you to build your platform your way.
RIAs, multi-RIA platforms, broker-dealers, fintech firms, financial institutions, asset managers, and custodians—all looking for scalable, flexible, and efficient managed account infrastructure.
By providing scalable UMA tech, operational efficiency, portfolio flexibility, and compliance support to grow while maintaining autonomy and enhancing advisor productivity.
With distribution tools, performance reporting, tax overlays, and a custodian-neutral, modular architecture designed for multi-asset portfolio management and enterprise-grade scalability.
A cloud-native managed account technology provider delivering modular, API-first infrastructure to help financial firms build and scale modern managed account programs.
Real-time, sleeve-level portfolio management and trading, tax-aware tools, detailed account-level data, and unified managed account (UMA) support.
Yes, firms can choose between outsourced or in-house trading and reconciliation workflows based on their preferences.
Access to 1,500+ strategies from over 325 asset managers, covering long-only, long-short, alternatives, and advisor-traded sleeves, all under a single contract.
Request a demo today to learn how SMArtX can solve your firm’s unique challenges and break the mold of traditional legacy tech.
